You are able to select the customer processing screens by:

clicking on the Customers dropdown > Transactions, then selecting the document or transaction that you want to process from the list.

When you sell items, whether they are goods or services, to your customers, you will use the following documents:

Quote: Quotes are optional. A quote is an offer to sell one or more items to a customer at the price you specify. When you produce a quote, you specify a date on which the quote expires. The customer can accept the quote up to that date. After that date, it is your choice whether to sell to the customer at the quote price. Note that a quote is not a sale. When you produce a quote, the system does not update any quantity or sales statistics, because there is no sale yet.

Invoice: When a customer purchases from you, you process an invoice. An invoice is a document of sale. If you first produced a quote for the customer, you can link the quote into the invoice and print it without having to redo any data entry. You deliver the invoice to the customer along with the items you sell.

Customer Credit Note: If a customer returns an item you sold to them for a refund, you process a customer credit note. The values you enter into a customer credit note will reverse the values you entered into an invoice. The amount the customer owes you decreases, as do the sales quantities and sales values per item.

Customer Receipt: If a customer pays for his/her purchase, you will process a customer receipt as proof of payment.